Add new Cliengo contacts to Capsule CRM as tasks
Apps used in template
About
Every time a new contact is created in Cliengo, Make will automatically create a new task in Capsule CRM.
Trusted by thousands of fast-scaling organizations around the globe
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new opportunity in Capsule CRM. The template uses this example spreadsheet.
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to create new persons in Nutshell.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
This template periodically checks for new receipts in Loyverse and uses the retrieved information to add new rows to a Google Sheets spreadsheet.
This example uses this sheet.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Every time a new deal is created in Pipedrive, Make will automatically add that deal to a new row in a Google Sheets spreadsheet. The template uses this example spreadsheet.
Every time you add a new row to your Google Sheets spreadsheet, Make will automatically create a new lead in Freshsales. The template uses this example spreadsheet.
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to invite new members to a Circle.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a new contact.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Creates a new party.
Defines a new party, opportunity or case tag.
Creates a new task.
FAQ
How Make works
Thousands of fast-scaling businesses create and automate on Make
Trusted by 500,000+ Makers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."